Funds in this category deploy different strategies making assessment of each fund a unique exercise.This category has a limited number of funds with a sufficiently long history.These funds are recommended as a tax - efficient alternative to debt funds but the effective tax differential is too small to provide a meaningful benefit to regular consumers who are better off investing in debt funds rather than a complex instrument.
The Scheme seeks to generate income by predominantly investing in arbitrage opportunities in the cash and the derivative segments of the equity markets and the arbitrage opportunities available within the derivative segment and by investing the balance in debt and money market instruments.
Expense Ratio | 0.4 % |
Launched 10Y ago | 2014-06-27 |
AUM in Crores | 14003.2 |
ISIN | INF754K01EA4 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY 50 Arbitrage Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 0.6 |
Beta | 0.7 |
Sharpe Ratio | 1.5 |
YTM | - |
Others
77.38%HDFC Bank Ltd.
7.6%Edelweiss Liquid Super Institutional Direct-Growth
7.49%Others
2.66%Vodafone Idea Ltd.
2.13%Consumer Discretionary
0%Fund Name | Fund Size | |
---|---|---|
₹ 4,772 cr | ||
₹ 14,724 cr | ||
₹ 13,733 cr | ||
₹ 7,713 cr | ||
₹ 4,484 cr |